SourcingSourcing

NAVIGATION CAPITAL PARTNERS, INC.

C10
CRD 156906·SEC 802-129215·ATLANTA, GA
AUM
—
Est. Revenue
—
@ 1% on AUM
Est. EBITDA
—
@ 30% margin
Est. Deal Value
—
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NAVIGATION CAPITAL PARTNERS, INC.
CRD
156906
SEC file #
802-129215
EIN
—
DBA names
Navigation Capital Partners, Inc.

Economics

AUM
—
AUM band
—
AUM trajectory
'21'23
$220.0M → $254.1M▲ +16%
Client mix
—

Operations

Employees (total)
—
Advisory staff (per ADV)
—
Advisory staff (5-yr trend)
'21'23
8 advisors → 11 advisors▲ +38%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
—
Fee basis
—

Filings

Latest ADV filing
—
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
—
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Mays, Darrell, Joseph
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
Mays, Darrell, Joseph
MOCK, LAWRENCE, E.
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001822942
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2020-09-04
Edgar Last Filing Date
2021-10-04
Edgar Form D Count
2
Edgar Form D Offerings
2021-01-072021-01-07 · 0001822942-21-000001
2020-09-042020-09-04 · 0001822942-20-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Wells Fargo2
Edgar Addresses
Mailing
2870 PEACHTREE ROAD NW, SUITE 509ATLANTA, GA 30305
Business
2870 PEACHTREE ROAD NW, SUITE 509ATLANTA, GA 30305
Edgar Recent Filings
32021-10-04 · 0001013762-21-000172
42021-06-01 · 0001213900-21-030381
Top Owner CRD
7356132

People (5)

5
Mays, Darrell, Joseph
Direct Owner · 37.5%
7356132
MOCK, LAWRENCE, E.
Direct Owner · 37.5%
5902283
DAVID KEITH PANTON
Direct Owner · 37.5%
2937833
WILLIS, ROBERT, EUGENE
Direct Owner · 37.5%
6175969
Coombs, Ronald, James
Executive Officer · 2.5%
7300053